Jonathan maintains the integrity of family office client balance sheets by daily monitoring portfolios, generating client and regulatory reports and executing investment portfolio solutions. Jon also assists various team members with investment research and client relations and works on special projects to enhance investment reporting solutions and other client deliverables.
Prior to TwinFocus, Jon worked at Longfellow Investment Management as a compliance associate, focusing on portfolio and trade compliance. Jon received a B.A. in public policy from Hobart and William Smith Colleges with a minor in sociology.
I enjoy the team atmosphere, fast-paced environment and learning opportunities that come each day.
Two skills that contribute to my success are having a keen attention to detail and a team-oriented mindset.
If I were not working at TwinFocus, I’d be managing golf and ski resorts.
Outside of work, I enjoy playing golf, skiing and going to sporting events.